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Gold Coast Financial Group
- Closed
- Opens 8:00 am tomorrow
- Estate Planning Law
- San Clemente, CA
About this business
Gold Coast Financial Group is an estate planning law firm in San Clemente, CA.
Location details
2753 Camino Capistrano b1, San Clemente, CA 92672, USA
| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 AM to 4:00 PM | |
| Tue | 8:00 AM to 4:00 PM | |
| Wed | 8:00 AM to 4:00 PM | Closed now |
| Thu | 8:00 AM to 4:00 PM | |
| Fri | 8:00 AM to 4:00 PM | |
| Sat | Closed | |
| Sun | Closed |
14 reviews
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5
4
0
3
0
2
0
1
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4 review has no rating
Aaron Perez
on Google
Before working with Scott, I worked with multiple financial advisors at Goldman Sachs, Morgan Stanley, and UBS—and I can confidently say Scott Brooks is the best advisor I’ve ever had.
Richard Ray
on Google
I would hjighly recommend Scott and Julie. This group comes with both financial and legal services, for us a one stop shop. His expertise and knowledge have been invaluable assisting us to manage and meet our retirement goals over the last 12 years. We liked the way Scott customized our funds as our circumstances changed over the years. We never felt as we were being pushed to move to higher...
I would hjighly recommend Scott and Julie. This group comes with both financial and legal services, for us a one stop shop. His expertise and knowledge have been invaluable assisting us to manage and meet our retirement goals over the last 12 years. We liked the way Scott customized our funds as our circumstances changed over the years. We never felt as we were being pushed to move to higher risk strategies. Julie the groups attorney did our living trust for us as well providing us with legal advice we needed over the years. As our lives changed she advised us of our families legal needs and made the changes to our trust as we wished. This group comes with a very well but together professional staff that were very easy to communicate with. Just good people to work with!!
Aracely Hurtado
on Google
I had a very positive experience working with Gold Coast Financial Group. The team demonstrated a strong understanding of their services and took the time to evaluate my financial goals thoroughly. Their expertise in Wealth Management and Wealth Protection instilled confidence in me. I was particularly impressed by their personalized approach, which made the process much smoother. The level of service was exceptional, with the team consistently available to address...
I had a very positive experience working with Gold Coast Financial Group. The team demonstrated a strong understanding of their services and took the time to evaluate my financial goals thoroughly. Their expertise in Wealth Management and Wealth Protection instilled confidence in me.
I was particularly impressed by their personalized approach, which made the process much smoother. The level of service was exceptional, with the team consistently available to address any questions I had.
I highly recommend Gold Coast Financial Group for comprehensive estate planning and wealth management services. Their dedication to client welfare truly sets them apart, and I’m very satisfied with the support I received.
Matthew Lahr
on Google
Working w/ Scott is great - he's good at what he does (very experienced), highly responsive and above all trustworthy
Juan Morales
on Google
Before working with Scott Brooks at Gold Coast Financial Group, I had some bad experiences in the down markets. Scott has tactical strategies for a long-term bear markets to shift into capital preservation. He thoughtfully designed my portfolio and has consistently delivered great results throughout the years. I’m more confident than ever about my retirement and navigating the volatile markets. I have a trusted partner in my corner that actually...
Before working with Scott Brooks at Gold Coast Financial Group, I had some bad experiences in the down markets. Scott has tactical strategies for a long-term bear markets to shift into capital preservation. He thoughtfully designed my portfolio and has consistently delivered great results throughout the years. I’m more confident than ever about my retirement and navigating the volatile markets. I have a trusted partner in my corner that actually cares.
Frequently asked questions about Gold Coast Financial Group
How is Gold Coast Financial Group rated?
Gold Coast Financial Group has a 4.9 rating with 14 reviews
When is Gold Coast Financial Group open?
Gold Coast Financial Group is closed now. It will open tomorrow at 8:00 am
Request an appointment
2753 Camino Capistrano b1, San Clemente, CA 92672, USA
| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 AM to 4:00 PM | |
| Tue | 8:00 AM to 4:00 PM | |
| Wed | 8:00 AM to 4:00 PM | |
| Thu | 8:00 AM to 4:00 PM | |
| Fri | 8:00 AM to 4:00 PM | |
| Sat | Closed | |
| Sun | Closed |
The appointment request will be shared with Gold Coast Financial Group.
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